Strategic Planning

We start with the end in mind. For portfolio companies of private equity firms, this means articulating the business elements that will maximize exit value — and doing this in the first year of the hold period. For public or private companies, it’s equally important to define where the business should be in three to five years (doing this encourages bigger thinking about the business potential).

With a clear picture of how to maximize value, we work backward to the present, creating the strategies, tactics, required resources and investments, key accountabilities and pro forma financials essential to quality planning and execution.

Our process ensures that all strategies — organic growth, add-on acquisition, profit improvement and infrastructure — tie directly into the P&L. The final product is a clear action plan that can be shared with and embraced by your company’s management, employees and stakeholders.

Our strategic planning process flowchart distills it into one image. Please download our strategic planning process flowchart which demonstrates the comprehensiveness and simplicity of our approach.


I had the pleasure of working with Eddie on our company’s first ever strategic growth plan. Like most companies, we had our own unique set of circumstances. We’d recently been acquired by a progressive PE firm. The company founder was turning its leadership over to me as the new CEO. Plus, we were tasked with sustaining aggressive double-digit growth coming off a five-year run of a +55% CAGR.

Eddie did an excellent job in understanding the business — its strengths and weaknesses, the objectives of ownership, the competitive landscape in our core markets, and the “what counts” factors that had made the company so successful to date. Over 75% of our team had never been through formal strategic planning and, frankly, some key team members entered the process with apprehension. I was impressed by the way he could engage everyone from the start, creating e an environment where our people understood they had a voice and that the outcome of their work had significant bearing on our future success.

Finally, Eddie made sure we developed tight, measurable objectives, while creating tracking tools to measure our progress and hold people accountable for key deliverables. He continues to serve as a sounding board and resource for us as we execute the strategic plan he was so instrumental in helping us build."

— Frank Carpenito

Current portfolio company of CID Capital.